Conventional financial wisdom has failed you and me. Come along on this ride with me open your eyes to the reality of money, and how to remake your financial life into what you want...I may even have a few tidbits of personal wisdom from my travels for you from time to time.
Tuesday, August 7, 2018
In 1986, the second year that I had been in the life insurance business, something happened that changed the way that I looked at my job. I was asked to handle a death claim on a client that I had never met, or so I thought. Upon...
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Thursday, July 12, 2018
As a volunteer firefighter for over 35 years I have learned that when the tones go out calling us to service that something bad has happened. My job at that point is to make the situation better as best as I can. I have been witness to...
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Friday, June 8, 2018
I often ask my clients what money means to them...and the answers often surprise me. But there is one common theme in their answers that I have observed and it is this... "Money itself has no meaning. Money is an abstract concept. It...
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Friday, April 6, 2018
I have written many hundreds of comprehensive financial plans in my career. The hardest part of a financial plan is actually doing the work to accomplish the objective! Much like a weight loss or fitness program...It starts with the...
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Thursday, April 27, 2017
Every year around the first of the year, my family and I each do our "dream board", which helps us all get focused on what we want to accomplish and experience in the coming year. If you are not familiar with the concept it is simple....
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On a recent trip to Salt Lake City for training, I decided I wanted to buy some new ski boots. For those of you who are skiers like me, you know the Wasatch Mountain range has arguably the best skiing in the world, and is home to some...
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Monday, January 16, 2017
Just last week, I had the pleasure of taking my family on a Carnival Cruise to the Bahamas...It was a surprise to my two boys, Tanner and Cameron, and they didn't know about it until we were ready to board the ship. What fun to see the...
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Thursday, October 20, 2016
For those of you that know me, you know my Vermont license plate reads "FULLDRAW". If you are an archer or bowhunter, you probably have some idea of what that means...but I challenge you to read further to find the true, deeper meaning...
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Monday, October 3, 2016
Like many of my fellow Vermonters, I love to hike. In fact, my wife and I just returned from a weeklong adventure in the Pacific Northwest to celebrate Jill and my 15th wedding anniversary, and it included a lot of hiking. Hiking is...
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